13F institutional ownership facts

Institutions tracked

22

Reported value

$246,378,894.00

Reported shares

7,959,249

Latest filing period

Q1 2026

Top institutional holders

  1. UBS Group · $71,102,891 · 0.01%
  2. BNP Paribas · $18,576,929 · 0.01%
  3. Charles Schwab · $36,679,241 · 0.01%
  4. Cliff Asness - AQR Capital Management · $15,128,594 · 0.01%
  5. Morgan Stanley · $52,396,302 · <0.01%%
  6. Lazard Asset Management · $1,336,172 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-SCHM

Institutional Holdings

22

Top Institutions

Top Institutions

1

UBS Group

2,296,605 shares

0.01%

% of Portfolio

2

BNP Paribas

600,030 shares

0.01%

% of Portfolio

3

Charles Schwab

1,184,730 shares

0.01%

% of Portfolio

4

Cliff Asness - AQR Capital Management

488,650 shares

0.01%

% of Portfolio

5

Morgan Stanley

1,692,386 shares

NaN%

% of Portfolio

6

Lazard Asset Management

43,158 shares

NaN%

% of Portfolio

7

David Solomon - Goldman Sachs

527,718 shares

NaN%

% of Portfolio

8

PNC Financial Services

64,825 shares

NaN%

% of Portfolio

9

Mike Hankin - Brown Advisory INC

22,595 shares

NaN%

% of Portfolio

10

Renaissance Technologies

19,500 shares

NaN%

% of Portfolio

11

Franklin Resources

91,372 shares

NaN%

% of Portfolio

12

Jane Street Group

13,040 shares

NaN%

% of Portfolio

13

AllianceBernstein (AB)

44,340 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

609,081 shares

NaN%

% of Portfolio

15

Neuberger Berman

9,750 shares

NaN%

% of Portfolio

16

Ken Griffin - Citadel Advisors

9,078 shares

NaN%

% of Portfolio

17

Northern Trust Corp

11,160 shares

NaN%

% of Portfolio

18

Two Sigma Investments

0 shares

0.00%

% of Portfolio

19

New York Life Invest

223,251 shares

0.06%

% of Portfolio

20

Manning & Napier

7,980 shares

NaN%

% of Portfolio

21

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

22

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

38%

LARGE

36%

MEDIUM

34%

SMALL

-8%

Geographic Distribution

North America
68%
Europe
21%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

33

Sellers

31

Holders

79

New

20

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

31

Purchase Value

$15.2M

Role Distribution

CEO
23%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

93

A+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
78
Recent Activity
66
Concentration
84
Momentum
77
Stability
65

Recent Actions

New

8

Increased

21

Decreased

17

Exited

2

Total

45

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